Senior Business Analyst, Private Client Endowments – Foundations

Responsibilities

• Work closely with the Head and COO of the Private Client, Endowments and Foundations Business to support strategic planning, business priorities, and leadership initiatives.
• Support annual and long-term planning activities, including business reviews, growth priorities, and strategic decision‑making.
• Conduct business analysis, research, and modelling to support leadership recommendations and strategic initiatives.
• Help leadership assess opportunities, risks, dependencies, and business considerations across key priorities and initiatives.
• Support business and office leadership on annual and multi‑year planning, including tactical plans and long‑range business priorities.
• Lead and coordinate complex, cross‑functional strategic initiatives across the business.
• Help structure and drive projects from concept through execution, including establishing workplans, coordinating stakeholders, tracking milestones, and maintaining momentum across work streams.
• Operate independently in ambiguous environments, proactively identifying next steps, resolving issues, and advancing initiatives with limited oversight.
• Support strategic initiatives such as business expansion, new offerings, platform development, strategic hires, and other growth priorities.
• Identify risks, dependencies, and operational considerations across initiatives and proactively support alignment and resolution.
• Prepare executive presentations, briefing materials, business updates, and communications for leadership meetings, business reviews, board meetings, and other leadership discussions.
• Strengthen the management information suite so leadership receives strategic, timely, and decision‑useful reporting.
• Develop clear recommendations, presentations, and materials to support executive discussions and strategic planning activities.
• Respond to ad hoc requests for information, analysis, and presentations, often under tight timelines and competing priorities.
• Build and maintain strong working relationships across teams, offices, and functions throughout the firm.
• Partner closely with Finance, Compliance, Legal, Technology, Operations, Information Security, HR, and business teams to support coordination and execution across strategic initiatives.
• Facilitate communication, alignment, and follow‑through across complex and cross‑functional priorities.
• Support the integration of merger/combination activity; help embed effective operating models, governance, and collaboration across combined teams.
• Demonstrate sound judgment, professionalism, discretion, and a collaborative approach when working with stakeholders across the business.
• Contribute to the effectiveness and cohesion of the broader business and to a collaborative, high‑performing culture.

• 7+ years of experience in management consulting, investment banking, strategic finance, business strategy, business operations, or a similarly analytical and project‑oriented environment, with a minimum of 2‑5 years in management consulting experience required.
• Bachelor’s degree required, preferably in Business, Finance, Economics, Accounting, Engineering, Mathematics, or a related analytical discipline.
• MBA or other advanced business degree preferred, but not required.
• Demonstrated experience leading complex cross‑functional projects or strategic initiatives from planning through execution.
• Strong project management and organizational skills, with the ability to manage multiple priorities and stakeholders simultaneously.
• Ability to operate independently with a high degree of ownership, initiative, and accountability.
• Strong strategic thinking and structured problem‑solving capabilities.
• Excellent analytical, research, and business modelling skills.
• Strong executive communication and presentation skills, including development of high‑quality materials for senior leadership and executive forums.
• Ability to synthesize complex information into clear insights, recommendations, and action plans.
• Understanding of wealth and asset management business strategy and industry dynamics preferred.
• Comfortable working in fast‑moving and ambiguous environments.
• Familiarity and comfort with business technology, data analysis, and AI‑enabled tools.
• High levels of professionalism, judgment, discretion, and stakeholder management capability.
• Ability to travel 20‑30% of the month.
• Ability to work onsite in Washington D.C. or Baltimore office location.